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Dimensional US Large Cap Value ETF

309 hedge funds and large institutions have $3.43B invested in Dimensional US Large Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 190 increasing their positions, 53 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 53

182% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 11

11% more capital invested

Capital invested by funds: $3.07B → $3.43B (+$353M)

5% more funds holding

Funds holding: 295309 (+14)

3% less funds holding in top 10

Funds holding in top 10: 3837 (-1)

3.85% less ownership

Funds ownership: 84.87%81.02% (-3.8%)

Holders
309
Holders Change
+14
Holders Change %
+4.75%
% of All Funds
4.06%
Holding in Top 10
37
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.63%
% of All Funds
0.49%
New
31
Increased
190
Reduced
53
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$15M +$775K +24,218 +6%
Financial Engines Advisors
52
Financial Engines Advisors
California
$14.4M +$14M +436,715 New
AAM
53
Austin Asset Management
Texas
$14.1M +$798K +24,955 +6%
KFG
54
Kelly Financial Group
Connecticut
$13.6M +$888K +27,759 +7%
CPIG
55
Chicago Partners Investment Group
Illinois
$13.6M +$481K +15,046 +4%
LWM
56
Liberty Wealth Management
California
$13.1M -$33.1K -1,035 -0.3%
SC
57
Schoolcraft Capital
Colorado
$12.9M +$68.1K +2,129 +0.5%
FF
58
Francis Financial
$12.6M +$965K +30,176 +9%
EA
59
Eclectic Associates
California
$12.5M +$4.19M +130,996 +53%
AA
60
Advisory Alpha
Michigan
$12.2M +$493K +15,405 +4%
FWS
61
FinDec Wealth Services
California
$12.1M -$172K -5,366 -1%
BAM
62
BOS Asset Management
Illinois
$12.1M +$480K +15,011 +4%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$11.6M +$5.51M +172,147 +95%
SFA
64
Sequoia Financial Advisors
Ohio
$11M +$10.7M +335,128 New
LW
65
Linscomb Wealth
Texas
$11M +$1.82M +56,839 +20%
DI
66
Disciplined Investments
Oklahoma
$10.9M +$509K +15,899 +5%
SWM
67
Sterling Wealth Management
Illinois
$10.8M +$1.31M +40,871 +14%
BH
68
Burk Holdings
Oklahoma
$10.7M +$551K +17,218 +6%
AF
69
Allworth Financial
California
$10.6M +$1.37M +42,687 +15%
RA
70
RFG Advisory
Alabama
$10.6M +$129K +4,039 +1%
MCA
71
Maryland Capital Advisors
Maryland
$10.4M +$1.62M +50,654 +19%
EFN
72
Equita Financial Network
Pennsylvania
$9.45M +$9.19M +287,310 New
PFA
73
Pillar Financial Advisors
Kentucky
$8.89M +$450K +14,055 +5%
SWA
74
Sax Wealth Advisors
New Jersey
$8.66M +$195K +6,107 +2%
GAM
75
Gemmer Asset Management
California
$8.43M +$412K +12,888 +5%